Episodes
Sarah Muir and David Broomfield are joined by Chris Tilley from Coutts Private Markets Team for analysis of Rachel Reeves' maiden Mansion House Speech. Are pension mega funds the key to unleashing growth in the UK and what might this mean for private markets?
Plus this week's quick fire numbers round features 19 million, 5 and 2,000.
Published 11/21/24
As Bitcoin hits new highs, Sarah Muir and David Broomfield turn their attention to cryptocurrencies. Does crypto really stack up as an alternative to fiat currencies or more traditional asset classes? Plus, the future for cryptos and other uses of blockchain technology. And this week's quick-fire numbers round features 60 million and 21 million.
Published 11/15/24
Sarah Muir and David Broomfield discuss this week's US election result. What the exit polls tell us about what really matters for voters and why there's a disconnect between voter and central banker perceptions of inflation. Plus this week's quick fire numbers round features 131 and 1893, proving that great minds think alike...
Published 11/07/24
Sarah Muir and Irene Wolstenholme, Head of Wealth Structuring at Coutts, reflect on the autumn budget including changes to National Insurance Contributions, Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax. Plus this week's quick fire numbers are 4 and 3/4 and 45.
Published 11/02/24
Sarah Muir and David Broomfield look at global debt levels. What level is sustainable and how do high levels of public debt affect bond and equity markets? Plus this week's quick-fire numbers are 5:2 and one billion.
Published 10/26/24
Sarah Muir and David Broomfield look at why tariffs are proving to be important for the US Presidential election campaign and their impact on the economy. And with such a closely-fought election, how much do investment returns depend on the party in power. What could happen if there's a contested result. Plus, this week's quick fire numbers round features 67 and 8.
Published 10/15/24
As the conflict in the Middle East escalates, Sarah Muir and David Broomfield consider the economic impact of geopolitics on the immediate region as well as global markets. Plus, will China's super stimulus package be sufficient to reboot the Chinese economy? And not forgetting this week's quick fire numbers round, which features 90 and 33.
Published 10/03/24
Sarah Muir and David Broomfield return to the subject of AI for this week's podcast with a look at the challenges faced by the technology. Plus, what lies behind the recent spike in energy R&D and trends in the labour market - why are companies holding on to staff? And last but not least, this week's quick-fire numbers are 3.5 and 45.
Published 09/26/24
As we enter an interest rate cutting cycle, how has the Fed's rate hiking cycle impacted Emerging Market economies? Plus, Sarah Muir and David Broomfield look at what's stopping China from replacing the USA as the world's biggest economy?
Published 09/21/24
In the wake of Mario Draghi's EU competitiveness report, Sarah Muir and David Broomfield look at what's required to ensure the European economy keeps pace with the US and China. Plus, the unique challenges faced by the ECB.
Published 09/14/24
Sarah Muir and David Broomfield discuss why the USA continues to be the most important region from a macroeconimic perspective - why it's still the world's largest economy and will it ever be usurped by China? Plus could we see the demise of the USD as the world's reserve currency?
Published 09/06/24
Sarah Muir and David Broomfield cast a keen eye over Jackson Hole. From the history of the central bankers' summit to what we've learned from this year's symposium. Plus, should we even care about central banks' policies?
Published 08/30/24
Sarah Muir is joined by Monique Wong and Joe Aylott for a the latest on markets. As we head into the final months of the year, what does the macroeconomic backdrop look like? Plus, thoughts on US Federal Reserve policy. And in the wake of recent market volatility, what history tells us about what happens to markets after they've 'fallen out of bed'.
Published 08/23/24
Sarah Muir and David Broomfield look at some of the more esoteric investment strategies that may have impacted recent market volatility. From carry and dispersion trades to covered call ETFs - the risks when investors become complacent and how these strategies can react when volatility spikes.
Published 08/16/24
Sarah Muir and David Broomfield look at what's behind current market volatility. From US jobs data to earnings, how much is the current sell-off caused by fundamentals? What part do technical factors, like the much-talked-about 'carry trade' play in current volatility? Plus, thoughts on the reliability of the 'Sahm Rule".
Published 08/06/24
Sarah Muir and David Broomfield look under the bonnet of sovereign wealth funds. With huge levels of capital to deploy, what impact do SWFs have on markets and how transparent is their management?
Published 07/26/24
As sports fans turn their attention to Paris and the Olympic Games, Sarah Muir and David Broomfield consider how much this global sporting event might impact the host city's economy. Does success in the medals table translate into stock market returns?
Published 07/18/24
Sarah Muir is joined by David Broomfield and Howard Sparks for a look at investing styles. Buying cheap, good or trending stocks can be tricky but does one investing style outperform the others?
Published 07/11/24
Sarah Muir is joined by David Broomfield and Coutts CIO Fahad Kamal for a look at Thursday's election result. What does a Labour government mean for markets and how might it influence our approach to investing?
For more on the result from an investment perspective, go to Coutts.com
Published 07/05/24
Sarah Muir and David Broomfield look at how an increase in state intervention in economies might impact markets.
Published 06/26/24
Sarah Muir and David Broomfield look at the impact of elections on market returns and why where we are in the business cycle is often more important for investors than who wins at the polls.
Published 06/13/24
For a special extended episode of Need to Know, Sarah Muir met up with Simon Kidston, founder of Kidston, to discuss the pros and cons of investing in classic cars.
Published 06/04/24
Sarah Muir and Kitty O'Shea, director of Coutts Real Estate Investment team, take a look at the London Prime Property market and the three things you need to know about buying a home in the capital.
Read Coutts London Prime Property Index
Published 05/24/24
Sarah Muir and David Broomfield discuss three things that might be standing in the way of the AI revolution.
Published 05/16/24